your partners in planning a bright future

Kurt Lenz

Managing Principal
& co-founder

Contact Kurt

Kurt Lenz is the Managing Principal of Watermark Capital Management, along with co-founder Mark Massa. Kurt has over 35 years of experience in the financial services industry and is a recognized leader within AXA Advisors.

Kurt focuses on employer-sponsored retirement benefits for public schools, nonprofits and municipalities, and is dedicated to helping individuals and organizations attain their financial goals. He provides wealth management services including financial planning, asset management, estate planning strategies and risk management. Kurt has his FINRA Series 6, 7, 63, 65, 24 and life and health licenses. He also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations and is a member of the Million Dollar Round Table (MDRT) Court of the Table and the AXA Hall of Fame.

Kurt graduated with a B.S. in Finance and General Business from Miami University in Ohio. He currently resides in Cheshire, Connecticut where he raised a son and daughter with his wife, Kelly.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Watermark Capital Management is not owned or operated by AXA Advisors or AXA Network. AGE 127700 (7/17) (Exp 7/19).